Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A four-step framework for building a personal legacy.
Estimate the total cost in today's dollars of various mortgage alternatives.
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This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
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It’s never a bad time to speak with your financial professional about changes in your situation.
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.